See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,844 | $81,625+24.8% | $167,512-39.2% | $74,304+37.1% |
| Participation rate | 73.7% | 60.0%+13.6pp | 77.1%-3.4pp | 60.3%+13.3pp |
| Annual return | 14.31% | 26.09%-11.8pp | 1615.79%-1601.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,643 | $2,010-18.3% | $3,882-57.7% | $2,241-26.7% |
| Participant deferral / active EE | $2,483 | $4,115-39.7% | $6,405-61.2% | $3,767-34.1% |
| Admin fee / account holder | $9,164 | $3,474+163.8% | $9,769-6.2% | $2,969+208.7% |